Nicolas Morcos is a financial advisor with Cetera, holding Series 63 and Series 66 designations and two years of industry experience. He has been with Cetera and its affiliates since 2024 and has a background that includes positions at Regions Bank and Woodforest National Bank. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with various program options and custodial relationships.

Virginia Cruanes is a Series 66-licensed financial advisor with J.P. Morgan Securities, where she has worked since 2012. She has 14 years of industry experience and has also been affiliated with Jpmorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory capabilities with brokerage, distribution, and investment management services.

Charla Bouchie is a CFP® with 33 years of experience in the financial services industry. She has been with Ameriprise since 2005, currently serving as an advisor at their Belle Chasse, LA office. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver detailed recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Austin Schulz is a financial advisor at Raymond James Financial with five years of industry experience. He holds a Series 66 designation and is concurrently employed in administrative roles at Charles Genois & Co. and Impera Wealth Management LLC, both located in Metairie, LA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a broad client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling, supporting implementation through advisory programs and maintaining specialized services such as municipal advising and SIMPLE IRA plan consulting.

Jose Aleman Jr. is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has worked at Edward Jones and Charles Schwab. His background also includes roles outside the financial industry, such as positions at New Orleans Country Club and Resorts Casino Hotel. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm provides discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Jeremy Callegan is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. He previously worked at Avantax Investment Services and John Hancock prior to joining Cetera in 2025. Callegan serves as President of the Shaw Alumni Association, a volunteer role focused on coordinating events and supporting alumni activities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and advisory services delivered via a multi-manager platform that includes affiliated and third-party model portfolios as well as customized investment strategies.

Brent Lyons is a financial advisor with Edward Jones, holding a Series 66 designation and bringing 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Forrest Smith is a financial advisor with Raymond James Financial in Metairie, LA, holding CFP® and Series 66 credentials and bringing 12 years of industry experience. He has been associated with Raymond James Financial Services and its related entities since 2014. Outside of his advisory work, he has involvement with Eagle Janitorial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm uses tailored non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Ann Ewin is a CFP® professional with 42 years of industry experience, currently affiliated with LPL Financial in Metairie, LA. She has worked at Linsco Private Ledger Corp. for 20 years and operates a separate business entity, Ann A. Ewin, LLC, dedicating a portion of her time to non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions, offering financial planning, model portfolios, and institutional platforms. The firm supports a broad range of investment strategies implemented by its network of advisors and incorporates technology tools for operational support.

Jeannine Granier is a financial advisor at Ameriprise with 32 years of industry experience. She holds a Series 66 designation and has been with Ameriprise since 2006. Outside of her advisory role, she is involved as a member and manager in administrative and operational support businesses unrelated to investments. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm uses a centralized consulting team to deliver tailored, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis, supporting clients through a combination of advisory, brokerage, and insurance solutions.

Derick Houston Jr. is a financial advisor at Wells Fargo Clearing with 15 years of industry experience and holds a Series 66 designation. His prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and K D Nola LLC. He also serves as an adjunct instructor at Tulane University, teaching online courses outside of his advisory work. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm integrates research and analytics into its investment approach and offers both brokerage and advisory solutions.

Anna Brouillette is a financial advisor at Edward Jones in Metairie, LA, holding the Series 66 designation with one year of industry experience. Her prior work includes roles at Grace Yoga on Highland and the Louisiana State University Library. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment solutions through a large national network of financial advisors.

Tyler Spence is a financial advisor at J.P. Morgan Securities with nine years of industry experience and holds a Series 66 designation. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, he worked at Raymond James for four years, Wells Fargo Advisors for five years, and Edward Jones for one year. Outside of his advisory role, he is also a fitness instructor at CLUB4 Fitness. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Matthew Keator is a financial advisor with Raymond James Financial in Metairie, Louisiana, holding a Series 66 designation and 17 years of industry experience. He has been associated with Raymond James Financial and its related entities since 2011 and has worked with Financial Consulting Group, Inc. since 2014 in an administrative capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses detailed risk profiling and analytical tools to tailor non-discretionary planning and consulting to client goals and supports both advisory programs and institutional portfolio management.

Donnas Landry is a financial advisor with LPL Financial, holding a Series 66 license and 18 years of industry experience. Prior to joining LPL Financial in 2025, Landry worked at NEXT Financial Group, Cetera, Regions Bank, MSI Financial Services, and Chase Investment Services Corp. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

James Goudeau is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2024, he worked at Rentokil North America, Terminix, and CBRE. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Robert Dugas is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 25 years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services before joining Cetera in 2023. In addition to his advisory role, he owns and operates RJ Dugas CPA, providing bookkeeping and tax services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning options, supported by a large network of advisors and a diverse range of investment solutions.

David Briley is a financial advisor at Cetera with 24 years of industry experience and holds a Series 66 designation. His prior work includes 13 years at Avantax Investment Services and related entities, and he has operated his own accounting and tax preparation services since 1984. Briley is also involved with Charles P Dennis Jr., CPA, providing tax and bookkeeping services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting various program structures and investment strategies.

Andrea Toro is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, she worked for LaPorte CPAs and Business Advisors for eight years and was involved with French 75 Events LLC from 2019 to 2021. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Ryan Alfonso is a financial advisor with Ameriprise in Metairie, LA, holding a Series 66 credential and three years of industry experience. He has worked at Ameriprise since 2021 and previously was involved with MR Pittman LLC and JL's Place. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm provides advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.